Financial Advisers

Channel profile:

Content for UK financial advisers

Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.

This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.

There is a proliferation of challenger banks in the UK - with 40 in the market, and more coming. They run the full gamut from digital first to branch first; from single product to full service; and from brand new to distinctly vintage.

Join this panel where leading experts will:
Explain the challenger bank landscape
Discuss the drivers behind the 'Challenger' (r)evolution
Argue about what's challenging and what's just PR
Predict where genuine market changing challenge will come from

There is a proliferation of challenger banks in the UK - with 40 in the market, and more coming. They run the full gamut from digital first to branch first; from single product to full service; and from brand new to distinctly vintage.

Join this panel where leading experts will:
Explain the challenger bank landscape
Discuss the drivers behind the 'Challenger' (r)evolution
Argue about what's challenging and what's just PR
Predict where genuine market changing challenge will come from

The landscape for financial services is changing, and the jury is still out as to how the endgame is going to play out. One of the concepts shaping this future is open banking.

This development emerged out of the payment area where a perfect storm of shifting customer behavior, regulatory changes, the threat from the four horsemen (Google, Apple, Facebook and Amazon) and the quest for new business models are driving banks toward the open banking paradigm. Join this session to hear what the experts are saying, doing, and planning when it comes to this new key turning point in the banking revolution.

Is this this beginning of the end of QE? Will interest rates finally end their continuous downward march? What happens to equity markets if they do? Listen to our 2017 Investment Outlook, “Beyond the Shadow of QE”, to find out how to take advantage of the changing landscape with Daniel Morris, Senior Investment Strategist.

Faster, better, safer. These are just some of ways that the payments landscape has changed over the past few years. The payments infrastructure that we now know, is miles away from where it used to be, and it has shown no signs of slowing down.

Join this panel where we'll discuss:
Do retailers care about payments?
Which regulations are affecting payments and what are the latest updates on these?
Which innovations add value to retailers and consumers?
Can mobile and instant payments really be safer?
What do digital payments mean for smaller, independent retailers?
How can we bridge the gap between old and new payment systems?

Need some Blockchain 101? Got some more complex or specific questions on Blockchain technology that you need expert advice on?

Join this live Q&A with senior leaders at Deloitte's Blockchain Lab to get real-time answers to your pressing questions on:

-The basics: what is Blockchain? Do you need it for your job? How can it help you?
-What are the limitations of the technology?
-What can we expect in 2017?
-Industry-specific, case-specific, or project-specific questions

With decreasing interest income for lenders, a reported 11% rise in commercial loan volumes isn’t balanced with a relative rise in profits. While certain flavors of bank-originated commercial loans are on the rise, behind the growth story lies a ticking time bomb. Join this live video panel where our experts will discuss why the time for commercial lending transformation is now.

Tune in to this live video panel where we'll cover:
-How can application, underwriting, legal process and credit management be harmonised across commercial lending products to deliver more joined up service to clients, enable digital transformation of the front office and maintain credit compliance?
-What are forward-thinking lenders doing to reduce the time it takes to originate and implement loan facilities for corporate clients by 80-90%?
-According to analyst houses, 85% of banks are looking to replace outdated Loan Origination systems and practices. What now?

What do financial services firms need to know, and need to do, between now and the 2018 PSD II deadline?

We're filming live at the London Stock Exchange where viewers can get their questions answered live by our experts.

PSD II could have a seismic impact on financial services. It has the potential to fundamentally change the way customers engage with institutions, and how these customers access financial services. There is also potential for open banking to create a platform to drive competition and real innovation in the industry.

But there are also big challenges and threats – data security and liability, to the operating models of financial institutions and from new entrants and third-party providers.

With just over a year to go before the compliance deadline in January 2018 the clock is ticking. Our experts will consider how firms should be looking to strike a balance between regulatory compliance and making the most of the opportunities for innovation afforded by PSD II.